Section
Monetary Policy
1148 posts
Election Post-Mortem—Blame it on Monetary Policy
by Kristina Hooper, Allianz Global Investors Many political pundits are struggling to provide answers for Donald Trump's surprising…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Marc Chandler: Investors Catch Breath, Markets Consolidate
Investors Catch Breath, Markets Consolidate by Marc Chandler After a dramatic run since the US election, the capital…
Marc Chandler: Great Graphic: Euro--the Big Picture
Great Graphic: Euro--the Big Picture by Marc Chandler The euro has dropped almost six cents since the knee-jerk…
Marc Chandler on Bloomberg: The 'Trump dollar rally'
Cool Video: Reiterate Bullish Dollar Call on Bloomberg by Marc Chandler I was on Bloomberg TV this morning…
Marc Chandler: Dollar Steps Up to Start Week
Dollar Steps Up to Start Week by Marc Chandler The US dollar rally that moved into a higher…
Marc Chandler: Forces of Movement
Forces of Movement by Marc Chandler The results of the US election did not unleash new forces in…
Marc Chandler: Focus on Policy Mix Strengthen Dollar Bull Case
Focus on Policy Mix Strengthen Dollar Bull Case by Marc Chandler Our bull case for the US dollar…
Marc Chandler: Great Graphic: Shifting Trade-Weighted Exchange Rates
Great Graphic: Shifting Trade-Weighted Exchange Rates by Marc Chandler For businesses and investors, bilateral exchange rates are important.…
Marc Chandler: Ramifications of Trump's Election Continue to Drive Markets
Ramifications of Trump's Election Continue to Drive Markets by Marc Chandler The forces unleashed by the US election…
Marc Chandler: Cool Video: Chat with the FT's John Authers
Cool Video: Chat with the FT's John Authers by Marc Chandler I was just as surprised as anyone…
Marc Chandler: Rising US Premium Lifts Dollar-Yen
Rising US Premium Lifts Dollar-Yen by Marc Chandler The US dollar rallied nearly 5.75% off yesterday's low to…
Marc Chandler: US Dollar, Equities, and Commodities Firmer as Reflation Trade Takes Hold
US Dollar, Equities, and Commodities Firmer as Reflation Trade Takes Hold by Marc Chandler After an initial wobble,…
Marc Chandler: China Update
China Update by Marc Chandler There have been several developments in China that may have been overshadowed by…
Mourning in America?
Mourning in America? by Marc Chandler Global capital markets have been roiled by Trump's stunning victory, and the…
Marc Chandler: Bloomberg Interview - The Election, Peso, Equities, Yuan
Cool Video: Bloomberg Interview--Peso, Equities, Yuan by Marc Chandler Even before the my polling station opened today, I…
